Mariner Finance - Warren (PA)

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Keith Yorko Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .

Alex Mathews Gr8!!!!!!

Autumn Everson I spoke to Mr. Moore this morning. Ive been calling for over 2 months. Could never get through to nobody. As soon as he got my message he got right back to me. I couldnt thank him enough and he answered every question I had for him. I am very pleased with Mr. Moore. If you ever need to speak to anybody, I highly recommend asking to talk to him. Hes not even my caseworker and did an excellent job #teammrmoore

Carolyn Kross David Joseph has to manage my investments and he never returns my calls and has been inaccessible for nearly two years. Perhaps you need a minimum amount of money to get his attention/ recalls which apparently I do not have. Unless you are rich he will ghost you and that is unacceptable.